Stuart Mclaughlin
Triple Frond Partners
Triple Frond Partners 13F holdings
Triple Frond Partners's Portfolio
- Portfolio value:
- $962.90M≈
- # of securities:
- 12
- Reported for:
- 31 Mar 2026 (Q1)
- Latest filing date:
- 15 May 2026
What stocks does Triple Frond Partners own?
What is Triple Frond Partners's portfolio?
Triple Frond Partners has disclosed a total of 12 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $962,895,000.
Triple Frond Partners's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Triple Frond Partners's original 13F reports (2026 Q1) are the official SEC institutional disclosure documents covering all reported equity positions.
12 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
Security type |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
ASML Holding NV ADR
|
16.31%
|
118,917
|
$1,320.83
|
+35.24%($1,786.34)
|
$157,069,000
|
2025 Q1
|
≈ 1.25 years
|
Depositary Receipt
|
+11.37% (+12.14K)
|
+1.67%
|
|
|
|
Microsoft Corp
|
13.55%
|
352,504
|
$370.17
|
+6.10%($392.76)
|
$130,486,000
|
2020 Q3
|
≈ 5.75 years
|
Common Stock
|
|
|
|
|
|
Transdigm Group Incorporated
|
12.82%
|
106,544
|
$1,158.96
|
+6.53%($1,234.67)
|
$123,480,000
|
2015 Q1
|
≈ 11.25 years
|
Common Stock
|
+2.55% (+2.65K)
|
+0.32%
|
|
|
|
Alphabet Inc, CL-C
|
10.53%
|
353,459
|
$286.86
|
+20.44%($345.50)
|
$101,393,000
|
2020 Q1
|
≈ 6.25 years
|
Common Stock
|
|
|
|
|
|
Amazon.com Inc
|
10.35%
|
478,534
|
$208.27
|
+19.12%($248.10)
|
$99,664,000
|
2021 Q3
|
≈ 4.75 years
|
Common Stock
|
|
|
|
|
|
Mastercard Inc
|
9.11%
|
175,472
|
$499.66
|
+8.35%($541.37)
|
$87,676,000
|
2026 Q1
|
≈ 0.25 years
|
Common Stock
|
new
|
+9.11%
|
|
|
|
Meta Platforms Inc
|
6.99%
|
117,628
|
$572.13
|
+12.64%($644.43)
|
$67,299,000
|
2025 Q1
|
≈ 1.25 years
|
Common Stock
|
+20.80% (+20.25K)
|
+1.2%
|
|
|
|
TransUnion
|
5.88%
|
817,828
|
$69.19
|
+14.67%($79.34)
|
$56,586,000
|
2025 Q3
|
≈ 0.75 years
|
Common Stock
|
+48.38% (+266.68K)
|
+1.92%
|
|
|
|
Illumina Inc
|
3.92%
|
306,460
|
$123.26
|
+50.34%($185.30)
|
$37,774,000
|
2025 Q3
|
≈ 0.75 years
|
Common Stock
|
-18.09% (-67.7K)
|
-0.87%
|
|
|
|
Live Nation Entertainment Inc
|
3.72%
|
234,765
|
$152.51
|
+17.83%($179.71)
|
$35,804,000
|
2025 Q4
|
≈ 0.50 years
|
Common Stock
|
-8.24% (-21.09K)
|
-0.33%
|
|
Completely sold out
1 result
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
Lam Research Corp
|
-295,377
|
-5.26%
|
2024 Q4
|
≈ 1.25 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.